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Sending an Invoice by Email

This will:
  1. Generate a PDF of the invoice
  2. If the invoice is in DRAFT, automatically finalize it to OPEN
  3. Generate a payment link (if a payment gateway is configured)
  4. Email the customer with the invoice PDF and payment link attached

Response

Email Configuration

Configure SMTP settings in Dashboard → Settings → Email:
If SMTP is not configured, sending emails will return success: false. The invoice itself is still finalized.

Finalization (Without Email)

To finalize an invoice without sending email:
This transitions DRAFTOPEN and generates a payment link if a gateway is configured.

PDF Generation

Fluxrate generates professional PDF invoices that include:
  • Your organization’s logo and branding
  • Customer billing details
  • Itemized line items
  • Tax breakdown
  • Total due
  • Bank payment information (if configured)
  • Payment link

Automatic Email on Finalization

When the background worker finalizes invoices (after the 1-hour grace period), it automatically sends an email notification to the customer. This behavior is configurable per organization.

Payment Integrations

Connect a payment gateway in Settings → Integrations to automatically generate payment links that are included in emails and the public invoice page. Supported gateways:
  • Stripe — Generates Stripe Checkout links
  • Razorpay — Generates Razorpay payment links
  • Chargebee — Integrates with Chargebee billing